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Client Forms

We're thrilled to have you on board at Outsourced CFO Solutions, Inc.! To ensure a comprehensive understanding of your financial needs, please complete the following additional client forms. Should you have any questions, our team is here to assist.



SafeSendOne

Share your files safely and securely through SafeSendOne. At Outsourced CFO Solutions, we use SafeSendOne to make it easy and secure for you to send and receive your tax documents. It’s a straightforward process that only takes a few clicks—no confusing steps. 

2024 Client Questionnaire
2024 Auto Expense Worksheet
2024 Farm Questionnaire
2024 Home Office Deductions
2024 Business Expense Worksheet
2024 Rental Property Worksheet
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